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India has 1.4 billion people and most of them are discovering the convenience of delivery for the first time. The market is just starting.
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We burned billions fighting Zomato. We would do it again. In India market share is destiny.
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Instamart delivers groceries in 10 minutes. Two years ago people said that was impossible in India. Now it is expected.
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The biggest lesson from our journey is that Indian consumers will pay for convenience. They just will not overpay.